SWITC

Stewart West Indies Trading Company Portfolio holdings

AUM $1.16B
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.97M
2 +$3.61M
3 +$3.01M
4
TIPT icon
Tiptree Inc
TIPT
+$1.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 50.22%
2 Technology 10.19%
3 Healthcare 6.96%
4 Consumer Discretionary 6.36%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$196K 0.02%
16,122
52
$175K 0.02%
29,289
53
$79K 0.01%
12,404
54
$29K ﹤0.01%
1,900